Nick Levinson

CFP®/Member
A co-founder of PPA, Nick works closely with clients to develop their overall financial strategy, manage their investments, and help them develop a cohesive wealth management plan. Based in the San Francisco Bay Area, Nick has particular expertise in retirement planning, saving and investing for higher education, and socially-oriented investing. He earned the Certified Financial Planner (CFP®) designation in 2005, and has worked in the financial services industry since 1998.

For the past 25 years, Nick has also been active with non-profits and local government issues; he got his professional start with the New York City Urban Fellows Program, then held financial executive positions with non-profit housing developers in New York and San Francisco. These days, he helps non-profit organizations manage their investments, and serves on the Boards of several organizations in Piedmont, California.

Nick graduated from Princeton University, where he majored in the Woodrow Wilson School of Public and International Affairs, and received an MBA from the Haas School of Business at the University of California Berkeley. He is an avid tennis player and long-time youth sports coach. He and his wife Julie live in Piedmont, California with their three sons.